See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,840 | $80,673-28.3% | $101,326-42.9% | $84,808-31.8% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 13.96% | 38.95%-25.0pp | 36.82%-22.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,636 | $2,698-2.3% | $3,665-28.1% | $2,631+0.2% |
| Participant deferral / active EE | $5,961 | $6,840-12.9% | $7,994-25.4% | $4,212+41.5% |
| Admin fee / account holder | $1,647 | $12,784-87.1% | $11,185-85.3% | $7,344-77.6% |